See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,526 | $165,984+148.5% | $164,813+150.3% | $145,922+182.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.87% | 100.03%-74.2pp | 69.93%-44.1pp | 561.29%-535.4pp |
| Employer contribution / active EE | $27,403 | $5,273+419.7% | $4,341+531.3% | $4,660+488.1% |
| Participant deferral / active EE | $25,500 | $6,959+266.4% | $6,031+322.8% | $6,688+281.3% |
| Admin fee / account holder | $52,238 | $16,648+213.8% | $12,690+311.6% | $13,397+289.9% |